Quant Mid Cap Fund Growth
- Mid-Cap
- Equity
- Very High Risk
Explore On
Rating:
3
Key Metrics
Aum
₹8,109.12 Cr
Expense Ratio
2.17%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
12 Feb 2001
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.36% | -- |
| 3 Months | +11.1% | -- |
| 6 Months | +9.65% | -- |
| 1 Year | -0.25% | -0.25% |
| 2 Years | -- | -6.42% |
| 3 Years | +51.11% | +14.75% |
| 5 Years | +106.11% | +15.56% |
| Since Launch | +2107.95% | +12.96% |
Holdings as on 12 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps 01-Jun-2026 Depo 10 | 1,317.21 | 16.24 |
| Tata Communications | 811.17 | 10.00 |
| Aurobindo Pharma | 765.68 | 9.44 |
| Lloyds Metals And Energy | 661.56 | 8.16 |
| IRB Infrastructure Developers Ltd | 528.01 | 6.51 |
| PB Fintech | 449.93 | 5.55 |
| Premier Energies | 393.36 | 4.85 |
| Indus Towers Limited 30/06/2026 | 390.06 | 4.81 |
| Future on Bharat Heavy Electricals Ltd | 389.73 | 4.81 |
| Anthem BioSciences | 363.75 | 4.49 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
18.66%
Std. Deviation
12.17%
Tracking Error
6.89%
Alpha
0.79
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential MidCap Fund Growth | +10.71% | +23.02% | +17.58% |
| Aditya Birla Sun Life Mid Cap Fund Growth | +4.68% | +17.7% | +15.24% |
| Quant Mid Cap Fund Growth | -0.25% | +14.75% | +15.56% |
| UTI Mid Cap Fund Regular Plan Growth | -0.06% | +13.43% | +12.77% |
| PGIM India Midcap Fund Regular Growth | -1.01% | +11.47% | +11.75% |
Results are calculated on CAGR basis
About Fund
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
The Quant Mid Cap Fund Growth has an AUM of 8109.12 crores & has delivered CAGR of 15.56 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.17%. The minimum investment in Quant Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps 01-Jun-2026 Depo 10, Tata Communications, Aurobindo Pharma, Lloyds Metals And Energy.
The major sectors where the fund is invested are Communications Services, Major Drugs, Construction Services, Iron & Steel.
Some of the similar funds are ICICI Prudential MidCap Fund Growth, Aditya Birla Sun Life Mid Cap Fund Growth, Quant Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth, PGIM India Midcap Fund Regular Growth. Quant Mid Cap Fund Growth has a sharpe ratio of 0.54 & a standard deviation of 18.66%.
FAQs
According to the morning star rating Quant Mid Cap Fund Growth has a Medium risk & Exceptional return.
Quant Mid Cap Fund Growth is managed by Sanjeev Sharma,Ankit A. Pande,Sandeep Tandon,Varun Pattani,Sameer Kate,Ayusha Kumbhat,Yug Tibrewal.
The expense ratio of Quant Mid Cap Fund Growth is 2.17%.
The 5 year annualized return on Quant Mid Cap Fund Growth is 15.56% & it has generated -0.25% in the last 1 year.
The minimum investment in Quant Mid Cap Fund Growth is 5000 Rs.
Quant Mid Cap Fund Growth has an AUM of 8109.12 crores.
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